+90.5%
AA vs DOV
+42.3%
+48.2%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.0% | +2.6% | +2.7% |
| 7D | +1.7% | +2.5% | -0.9% | -0.6% |
| 30D | +3.3% | -7.5% | +10.8% | +10.4% |
| 3M | -29.4% | -9.7% | -19.7% | -23.3% |
| 6M | -12.8% | -6.1% | -6.7% | -10.3% |
| YTD | -2.1% | +0.5% | -2.6% | -7.3% |
| 1Y | +62.8% | +10.5% | +52.2% | +38.9% |
| 3Y | +90.5% | +41.7% | +48.8% | +15.5% |
| All | +90.5% | +42.3% | +48.2% | +15.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded DOV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling